Receive Transfer
When a Transfer Order setup includes a VIA site, an Inbound Transfer Order is created with the Transfer Pick Submit. The destination (final TO) site then receives the transfer to create a Dynamics GP Site Transfer to move inventory from the VIA site to the destination site. Many settings for this transaction are shared with or under the Site Transfer setup.
Field Descriptions
TO Site — May be set as a default based on a profile setting. This optional field is used to filter the Inbound Transfer Orders available to select from.
Trsf Ref (Transfer Reference Number) — The transfer reference can be scanned or selected from the list.
Pkg Code (Package Code Number) — If there is only one package code associated with the Transfer Reference, it automatically populates with the Transfer Reference selection. If there are multiples, the user selects which one to receive.
Item — The receiving site selects items to receive based on the selected references entered above. The lookup list includes the expected quantity.
To Bin — Populated based on the Receiving Transfer - To Bin Default setting:
- None — User assigns with each item being received
- Site Receiving Default — Requires Purchase Receipt default bin setup on the site
- Item Receiving Default — Defaults when set up on the item as the Purchase Receipt Default for the item being received
- Available Priority Bins — Defaults the Priority 1 bin for the item based on GP setup
Quantity — Enter the quantity to receive.
If the item is LOT tracked, receive the lot and quantity. Note that the lots are restricted based on the originating site transfer.
If the item is SERIAL tracked, receive the serials transferred. Note that the serials are restricted based on the originating site transfer.
Receive All
When Allow Auto-Receive for Inbound Transfers is set to true, once the Transfer Reference and Package Code are entered, a pop-up displays allowing the ability to receive all items in the transaction. When selecting Yes, all items are marked as received and the Review screen displays for review and submit. If the user selects No, the standard process of receiving by item is followed.
Review & Submit
The review screen displays the items received. From the review screen, Submit updates the received quantities on the Directed Transfer Order and the Inbound Receive Order, and creates a corresponding GP Site Transfer.
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